Journey Financial Services
Our financial audit is designed to analyze your current portfolio and identify exactly what problems and potential opportunities exist. You may be paying higher fees than expected, taking more risk than you think, and getting lower performance than equivalent investments. Do you know the answers to the following questions?
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Retirement Planning
- Estate Planning
Sentiment Analysis
Journey's team is great, very investment savvy & on top of their game, someone personable you can sit down with, rather than dealing with a stranger over the phone.
I'm very thankful for all there advise and expertise.
It was great
The great financial advisors, Jennifer, Jordan and Jana are very knowledgeable and helpful with all our questions on investment strategies.
Allison has been so helpful, responsive, and willing to go the extra mile at every step of the process.
Journey listens, offers suggestions, analyzes options, and makes recommendations that help me steer my family’s financial future with Journey’s consummate knowledge.
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